真的能达到90%吗？_老虎社区_美港股上老虎

真的能达到90%吗？是2nm的吗？

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Parko522
06-05 19:42
Parko522
我也是怀疑
- 一割:
  三星3纳米芯片不行，台积电2纳米就已经成熟了？

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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电2nm良率突破90%，美国厂将量产英伟达AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b><strong>半导体投资联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540574260","content_text":"了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。校对：赵月        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